Karpiak Wealth Management | New Hope, PA | Financial Advisors | Janney

Karpiak Wealth Management

Strategic financial planning and guidance for high-net-worth families and mission-driven organizations across Bucks County, Philadelphia, and surrounding communities.

At Karpiak Wealth Management, we provide personalized wealth management solutions for high-net-worth individuals, families, nonprofits, endowments, and trusts. Scott J. Karpiak has spent his career advising clients through complex financial decisions with a disciplined, relationship-driven approach grounded in trust, experience, and long-term perspective.

Together, Scott and Quinn Karpiak combine multigenerational insight with a shared commitment to thoughtful financial guidance and enduring client relationships. Putting your financial goals first remains at the center of everything we do.

Stay Tuned

Future event information coming soon!

Events

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

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Recent Event: Janney’s Mid-Year Market Update

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.

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Recent Event: Janney's 2026 Market Outlook

What can we expect for the economy and markets in 2026?

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Recent Event: Year-End Planning: Tax and Estate

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

August 31, 2026

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9 Considerations for 2026 Year-end Tax Planning

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

August 03, 2026

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Introducing Tax Overlay Management

Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.

July 01, 2026

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Outlook 2026: Mid-Year Update

Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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September Investment Perspectives

In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.

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Building Better Password Habits

Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.

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Choosing the Right Trust for Your Needs

Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.

Office Information

Address:

6236 Lower York Road
New Hope, PA 18938

Phone:

215.862.1555

Text:

215.862.1555

Email:

skarpiak@janney.com

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

skarpiak@janney.com